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Tailored Insurance for all your needs.

JV Financial Services is here to help you, with your best interest in mind. We strive to make personal connections with our clients and go the extra mile. You want an Insurance Broker in Tauranga who has your back? 

Individual & Business Policies

Mount Maunganui beach | Insurance Broker Tauranga

Life Insurance

Life insurance is a policy which pays a non-taxable lump sum benefit in the event that you die or are diagnosed with a terminal illness

Happy family shot | Insurance Broker Tauranga

Trauma Insurance

Trauma insurance is a policy that pays out a lump sum to support you and your family if you or your child is facing a serious illness or injury.

6 hands connected | Insurance Broker Tauranga

Income Protection

Income protection is a policy which pays a monthly benefit if you are disabled due to illness or injury and, as a result, you are unable to work in your own

Experienced Agents You Can Trust

Our team embraces exceptional service, integrity,
superior knowledge and individual attention to deliver
customized solutions that provide peace of mind and
support when you need it most. .

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We’ve Got You Covered. Don’t Get Caught Off Guard

When you speak to people everyone has some sort of home & motor insurance in place, but almost never Life Insurance. People are so eager to insure replaceable property but neglect to insure their Life or their ability to earn an income. When they are no longer here, the motor or house contents is not enough for their families they leave behind!

What Sets Us Apart and
What We Offer

We are committed to advancing the health and well-being of New Zealanders, and to doing all we can to ensure Kiwi households have access to quality insurance and care. Never far from our minds is the responsibility of knowing that people turn to us when they most need help.

JV Financial Services Limited represents a network of independent insurance brokers looking after clients all over New Zealand. We work hand in hand with our clients, whether it’s advising a client on coverage recommendations, industry compliance questions, a complex claim, or working with a client to make sure they meet complex insurance requirements as set forth by the insurance companies. 

We combines the responsiveness and personal service of a boutique firm with the resources and ability to handle your most complicated Insurance needs. Every one of our professional staff and Financial Advisors make sure that every one of your needs, large or small, are given expert and personalized attention.

Team meeting | Insurance Broker Tauranga

Premium Client Service

JV Financial Services Limited provides Insurance solutions for New Zealanders at the workplace or at home and has developed a reputation for being a well-known general insurance brokering company driven to achieving excellence within our fields of expertise. Our business is based around our people, our partners and the products we provide. Our history shows our clients become our partners as a result we take a very personal interest in ensuring our insurance broking services provides what our clients require to ensure they feel fully protected.

Cash | Insurance Broker Tauranga

Low Rates & Best Quality

The cheapest family life insurance policy and the best life insurance policy are not always the same. A basic policy might cost less, but could not pay out or pay out less in the event of a claim. Reputation, claims history and credit rating are essential when considering a life insurance company. Only the best A+ Rated life insurance companies in New Zealand offer policies with features and benefits that can be tailored to you and your unique family circumstances, to balance price and long-term coverage. Without any further health checks you could be able to increase your cover if certain conditions prevail.

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Customized Plans

If we did not offer customized plans, then we would simply be policy peddlers. Rather, we challenge ourselves to find additional ways to improve coverage for every client while simultaneously working to reduce our client’s insurance premium expenditures. Coverage improvements occur on a regular basis when a JVFS expert analyzes a client’s needs. They do this in order to find efficiencies and to close gaps in coverage. No short cut or price matching scheme can replace experience and hard work.

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Free Will and Testament

No Financial advice is complete without a Will. We offer Free wills to all our Risk Insurance clients.

Desk with headphones | Insurance Broker Tauranga

General Insurance Policies

As an insurance broker, we are not constrained to any one insurance carrier. We can place policies with many of the nation’s largest and specialized carriers. We provide an ongoing service for you. With bespoke insurance solutions that protect your assets and unique lifestyle, you can rest assured that your wealth and legacy are preserved.

Put You & Your Family in Good Hands

Get In Touch

FSP701371

How can we help you? Reach out and make contact.

Book a video consultation with Jan by clicking on the Schedule time button.

Ask us any questions or send us feedback about our service!

Based in Tauranga – Bay of Plenty NZ.